Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including prior roles at Cetera Advisors LLC and Investors Capital Corporation. Outside of his advisory work, he is the owner of Clear Sailing Investment Group, a firm he founded in 2009. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms, proprietary and third-party model strategies, and explicitly discloses affiliated-strategy economics and conflict-of-interest controls.

Adam Colombie is a financial advisor at Edward Jones in Keene, NH, with two years of industry experience. He holds a Series 66 designation and has previous work experience at Armor Addict LLC and Abacus Automation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Frederick Hadlow is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

Christopher Stoner is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. His prior roles include positions at Columbia Management Investment Advisers and Distributors from 2011 to 2017, as well as IFS Securities and Measured Wealth Private Client Group. He is involved with Twombly Wealth Management Group, which includes an insurance agency operation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with model portfolios and research.

Matthew Snow is a financial advisor with Primerica Advisors in Swanzey, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2004. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Nathan Goodwin is a financial advisor with Cambridge Investment Research Advisors in Keene, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Baldwin Wealth Partners, KLR Investment Advisors, and Citizens Securities. Goodwin is also Enterprise Operations Director at Premier Planning Group, where he manages daily operations and supports advisor growth and office functions. Cambridge Investment Research Advisors serves a diverse client base through a network of independent financial professionals, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple custody platforms and proprietary and third-party model strategies, with investment approaches tailored to client objectives.

Nataliya Bergeron is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2013. She is also a notary public and works as an independent insurance agent in Keene, NH. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across various platforms.

Robert Seaman is a financial advisor with LPL Financial in Keene, NH, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Cambridge Investment Research and Lincoln Investment. In addition to his advisory work, he is an independent insurance agent representing various insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, 529 account management, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and alternative strategies.

Gretchen Snow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles in education and outdoor recreation, and she operates a part-time tax preparation business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Alexander Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he held roles at firms and organizations including Ragged Mountain, New England Pro Greens and Turf, and Northwestern Mutual. His background also includes experience in outdoor education and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Tyler Davis is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual, Adam Stoffey, KFK Financial Insurance Services, and First Command Financial. He has also served in the United States Army National Guard since 2013. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with a wide range of financial products.

Nicholas Celentano is a financial advisor at Edward Jones in Keene, NH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments, Brady Sullivan Properties, and Bean Group. Outside of financial advising, he holds a real estate license in Keene but is not actively prospecting new clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Matthew Fliss is a CFP® with 10 years of industry experience, currently advising clients at LPL Financial since 2026. He previously worked at Edward Jones for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolio options supported by in-house and third-party research.

Elizabeth Newcombe is a CFP® professional with nine years of experience in the financial services industry. She is currently with LPL Enterprise and previously worked at firms including Fidelity Personal and Workplace Advisors and NH Trust/NH Mutual Bancorp. Newcombe is also involved with Better Homes & Gardens Masiello and serves on the board of the nonprofit Monadnock Music. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Alan Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for 30 years at Peerless Insurance Company/Liberty Mutual Insurance. He serves as a trustee for the Cedarcrest Center for Children with Disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Annie Colombie is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Keene, NH. She has seven years of industry experience, including previous roles outside of finance such as positions at Enterprise Rent-A-Car and Bennington Pottery. Colombie serves as Finance Committee Chair for the Keene Lions Club. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of advisors and branches.